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To: im a survivor who wrote (12584)3/22/2004 1:27:34 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 13815
 
I read light reading and the message boards there have some apparently knowledgeable posters who think FDRY is hitting a wall. 30% of their business is government and if they don't get acquired they are too nichey to survive apparently. Of course the stock is getting hammered so theres probably a nice bounce play in there somewhere but now that JNPR is going for enterprise and of course Cisco is already there it makes you wonder how many other guys we can support. Juniper reminds me of one of those companies that comes along not too often who really has potential to be a big company... foundry, I don't know.